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Nonprofit · EIN 13-2902798

URBAN HOMESTEADING ASSISTANCE U-HAB

Tax-exempt · NEW YORK, NY 10005

Financials

$4.5M$4.5M2022$4.9M$5.1M2023$6.5M$6.4M2024
Revenue Expenses · by fiscal year end
Financials of URBAN HOMESTEADING ASSISTANCE U-HAB by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,500,620$6,425,921$74,699$31,650,009$24,821,986$6,828,023
June 30, 2024990$4,911,866$5,125,024-$213,158$29,574,389$22,821,065$6,753,324
June 30, 2023990$4,461,181$4,458,692$2,489$28,354,033$21,387,551$6,966,482
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,946,849
of which government grants
$3,102,448
Program service revenue
$1,567,879
Investment income
$20,574
Net income from fundraising events
-$51,559
Other revenue
-$34,682

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$301,982
Other salaries and wages
$3,375,664
Salaries, compensation and benefits (total)
$4,730,567
Professional fundraising fees
$22,320
Legal fees
$9,459
Accounting fees
$81,786
Occupancy
$415,981
Travel
$37,918
Depreciation
$31,882
Program services (functional)
$4,844,798
Management and general (functional)
$1,270,770
Fundraising (functional)
$310,353

Balance sheet and other

Total assets, start of year
$29,574,389
Total assets, end of year
$31,650,009
Total liabilities, end of year
$24,821,986
Net assets, end of year
$6,828,023
Net assets without donor restrictions
$6,326,188
Net assets with donor restrictions
$501,835
Gross receipts
$6,578,954
Employees
51
Volunteers
18
Year formed
1975
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MARGARET BROWNEXECUTIVE DIRECTOR
Officer
36$199,761$48,055
ANYA IRONSGENERAL COUNSEL/COO
Highest-paid employee
35$165,567$37,044
OSCAR MCDONALDDIRECTOR COO-PRESERVATION
Highest-paid employee
35$112,286$42,944
RANIA DALLOULCHIEF ADVANCEMENT OFFICER
Highest-paid employee
35$126,009$14,861
EVA BERBEGALDIRECTOR OF FINANCE THRU SEPT 2024
Officer
36$121,081$13,917
TASLIYN MORALESCHIEF PEOPLE & CULTURE
Highest-paid employee
35$100,787$19,686
JOHN WARRENCHAIR
Trustee or director, Officer
1$0$0
CLIFFORD P CHARLESVICE CHAIR
Trustee or director, Officer
1$0$0
MARY ANN ROTHMANSECRETARY
Trustee or director, Officer
1$0$0
RICHARD HEITLERTREASURER
Trustee or director, Officer
1$0$0
HOWARD BANKERBOARD MEMBER
Trustee or director
1$0$0
ESTELLE BAJOUBOARD MEMBER
Trustee or director
1$0$0
DEBORAH BECHTELBOARD MEMBER
Trustee or director
1$0$0
CHARLES DONALDSONBOARD MEMBER
Trustee or director
1$0$0
BRIAN ENGBOARD MEMBER
Trustee or director
1$0$0
6 more people on this return
NameTitleHours / weekCompensation
C KNOX LASISTERBOARD MEMBER
Trustee or director
1$0
GUILLERMON LARABOARD MEMBER
Trustee or director
1$0
LAWRENCE MCGAUGHEYBOARD MEMBER
Trustee or director
1$0
ALISON POWERSBOARD MEMBER
Trustee or director
1$0
DAPHANY ROSE SANCHEZBOARD MEMBER
Trustee or director
1$0
ELIZABETH SORCEBOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 21 people
NameTitleHours / weekCompensationOther / benefits
MARGARET BROWNEXECUTIVE DIRECTOR
Officer
36$177,777$43,078
ANYA IRONSGENERAL COUNSEL/COO
Highest-paid employee
35$157,920$41,424
EVA BERBEGALDIRECTOR OF FINANCE
Officer
36$139,508$17,455
OSCAR MCDONALDDIRECTOR OF COO-DEVELOPMENT
Highest-paid employee
35$104,970$41,313
RANIA DALLOULDIRECTOR OF FUNDRAISING
Highest-paid employee
35$108,257$25,971
WALTER BLENMANDIRECTOR OF DEVELOPMENT
Highest-paid employee
35$101,290$14,450
JOHN WARRENPRESIDENT
Trustee or director, Officer
1$0$0
CLIFFORD P CHARLESVICE PRESIDENT
Trustee or director, Officer
1$0$0
MARY ANN ROTHMANSECRETARY
Trustee or director, Officer
1$0$0
HOWARD BANKERBOARD MEMBER
Trustee or director
1$0$0
DEBORAH BECHTELBOARD MEMBER
Trustee or director
1$0$0
CHARLES DONALDSONBOARD MEMBER
Trustee or director
1$0$0
BRIAN ENGBOARD MEMBER
Trustee or director
1$0$0
C KNOX LASISTERBOARD MEMBER
Trustee or director
1$0$0
CHARLES S LAVENBOARD MEMBER
Trustee or director
1$0$0
LAWRENCE MCGAUGHEYBOARD MEMBER
Trustee or director
1$0$0
ALISON POWERSBOARD MEMBER
Trustee or director
1$0$0
SAMIRA RAJANBOARD MEMBER
Trustee or director
1$0$0
DAPHANY ROSE SANCHEZBOARD MEMBER
Trustee or director
1$0$0
ELIZABETH SORCEBOARD MEMBER
Trustee or director
1$0$0
RICHARD HEITLERTREASURER
Officer
1$0$0
990 for the year ended June 30, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
ANYA IRONSGENERAL COUNSEL/COO
Highest-paid employee
35$148,333$41,885
ANDREW REICHEREXECUTIVE DIRECTOR, THRU MARCH 2023
Officer
36$155,552$5,487
EVA BERBEGALDIRECTOR OF FINANCE
Officer
36$130,570$17,606
JOHN WARRENCHAIR
Trustee or director, Officer
1$0$0
CLIFFORD P CHARLESVICE CHAIR
Trustee or director, Officer
1$0$0
MARY ANN ROTHMANSECRETARY
Trustee or director, Officer
1$0$0
CHARLES S LAVENBOARD MEMBER
Trustee or director
1$0$0
C KNOX LASISTERBOARD MEMBER
Trustee or director
1$0$0
LAWRENCE MCGAUGHEYBOARD MEMBER
Trustee or director
1$0$0
HOWARD BANKERBOARD MEMBER
Trustee or director
1$0$0
BRIAN ENGBOARD MEMBER
Trustee or director
1$0$0
DEBORAH BECHTELBOARD MEMBER
Trustee or director
1$0$0
CHARLES DONALDSONBOARD MEMBER
Trustee or director
1$0$0
ALISON POWERSBOARD MEMBER
Trustee or director
1$0$0
SAMIRA RAJANBOARD MEMBER
Trustee or director
1$0$0
DAPHANY ROSE SANCHEZBOARD MEMBER
Trustee or director
1$0$0
BETH SORCEBOARD MEMBER
Trustee or director
1$0$0
RICHARD HEITLERTREASURER/COO
Officer
1$0$0
MARGARET BROWNEXECUTIVE DIRECTOR
Officer
36$0$0

Address and contacts

Address (IRS master file)
120 WALL ST FL 20, NEW YORK, NY 10005-4029
Principal officer (990 for 2024)
MARGY BROWN, 120 WALL STREET FLOOR 20, NEW YORK, NY 10005
Signed the 990
MARGY BROWN, EXECUTIVE DIRECTOR
Phone
(212) 479-3300
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

Mission

UHAB EMPOWERS LOW-TO-MODERATE-INCOME RESIDENTS TO TAKE CONTROL OF THEIR HOUSING AND ENHANCES COMMUNITIES BY CREATING STRONG TENANT ASSOCIATIONS AND LASTING AFFORDABLE CO-OPS.

990 for the year ended June 30, 2025

Program accomplishments

  • TRAINING: THE TRAINING DEPARTMENT CONTINUED OFFERING CLASSES TO HDFCS THROUGH OUR HPD CONTRACT AND CONTRACTS WITH AFFORDABLE HOUSING DEVELOPERS. TRAINING TOPICS SPAN AREAS FROM PHYSICAL AND FINANCIAL MANAGEMENT TO GOVERNANCE TO REGULATORY COMPLIANCE. EXAMPLES INCLUDE, ENERGY EFFICIENCY: COMMUNICATING WITH YOUR BOARD ABOUT ENERGY PROJECTS, ENVIRONMENTAL JUSTICE IN NYC, HDFCS AND THE HOUSING MOVEMENT, HELP THE SECRETARY TAKE MINUTES, CAN YOUR CO-OP GO SMOKE FREE?, PPP WORKSHOP, AND RENT + MORTGAGE CANCELLATION ACT 2020.
    Expenses $3,580,656 · revenue $1,315,244
  • TENANT ORGANIZING: OVER THE YEARS, UHAB ORGANIZERS HAVE REACHED OUT TO AND ENGAGED THOUSANDS OF TENANTS IN OVER 700 BUILDINGS ACROSS NEW YORK CITY. BEGINNING IN 2018, THE DEPARTMENT FOCUSED ITS EFFORTS ON ORGANIZING TENANT ASSOCIATIONS IN EAST BROOKLYN (BROWNSVILLE, EAST FLATBUSH AND EAST NEW YORK) IN PARTNERSHIP WITH BROOKLYN LEGAL SERVICES, AND LAUNCHED A TENANT-LED NEIGHBORHOOD GROUP CALLED HOPE (HOUSING ORGANIZERS FOR PEOPLE EMPOWERMENT). AS PART OF THE CITYWIDE STABILIZING NYC INITIATIVE, WE ORGANIZE IN BUILDINGS OWNED BY PREDATORY EQUITY LANDLORDS AND COLLABORATE WITH OTHER HOUSING ORGANIZING GROUPS IN BROOKLYN TO DEVELOP BOROUGH-WIDE CAMPAIGNS. THIS YEAR, WE CONTINUED TO DEVELOP A BASE OF TENANTS' ASSOCIATIONS IN EASTERN BROOKLYN WHILE SUPPORTING CITY AND STATEWIDE EFFORTS TOWARDS HOUSING JUSTICE IN NEW YORK. OUR LEAD ORGANIZER AND TWO TENANT ORGANIZERS SUPPORTED 12 BUILDINGS CONTAINING 1089 UNITS IN DEVELOPING CAMPAIGNS TO WIN REPAIRS FROM THEIR LANDLORDS AND TO STOP DISPLACEMENT THROUGH TENANT-CENTERED CAMPAIGNS. ADDITIONALLY, WE STARTED HOLDING OUR FIRST EVER KNOW YOUR RIGHTS WORKSHOPS FOCUSING ON THE NEW GOOD CAUSE EVICTION PROTECTIONS WON BY THE TENANT MOVEMENT LAST YEAR. ORGANIZERS DID TARGETED OUTREACH TO BUILDINGS IN BROWNSVILLE THAT QUALIFY FOR THE NEW PROTECTIONS AND SHARED RESOURCES AND INFORMATION ON HOW TO ACCESS GOOD CAUSE AND STOP DISPLACEMENT IN UNREGULATED BUILDINGS THAT ARE PARTICULARLY VULNERABLE.
    Expenses $675,271 · revenue $252,635
  • MEMBER SERVICES PROVIDES TOOLS AND SUPPORT THAT DIRECTLY SAVE MONEY FOR HOUSING DEVELOPMENT FUND CORPORATIONS (HDFC) CO-OPERATIVES, A UNIQUE TYPE OF AFFORDABLE HOUSING, IN ORDER TO SUSTAIN THE COMMUNITY OF HDFC MEMBERS AND FAMILIES. HDFCS ARE OPERATED AND MANAGED BY THEIR RESIDENTS TO REMAIN AFFORDABLE IN PERPETUITY. UHAB'S CLIMATE AND RESILIENCY TEAM CONNECTS CO-OP RESIDENTS WITH RESOURCES AND ACCESS TO ENERGY EFFICIENCY MEASURES TO KEEP HOUSING SAFE, HEALTHY AND AFFORDABLE. MEMBERSHIP ENGAGEMENT: THERE ARE 400 HDFC CO-OPS WHO'VE JOINED UHAB TO USE CO-OP ACCOUNTING PROGRAMS, ENROLL IN BULK PURCHASING PROGRAMS, AND ACCESS BENEFITS SUCH AS DISCOUNTED REGISTRATION RATES FOR THE CNYC HOUSING CONFERENCE. BULK PURCHASING PROGRAMSUHAB FUEL: UHAB ENGAGES HDFCS TO JOIN OUR BULK FUEL PURCHASING PROGRAM, IN PARTNERSHIP WITH ENERGO TO SAVE ON DELIVERY OF OIL AND NATURAL GAS FOR HEATING SOURCES, AND TO CONNECT TO ENERGY EFFICIENCY PROGRAMS AND RESOURCES. THERE IS MONTHLY INCOME FOR THIS PROGRAM.FLIP INSURANCE: WHILE THE INSURANCE MARKET CONTINUES TO BE A HARD MARKET, THE FLIP INSURANCE PROGRAM AS OF MARCH 2025 INSURES 367 CO-OPS TOTALING 5,667 UNITS WITH TIV $2,090,099,478.CO-OP ACCOUNTING PROGRAMSCO-OP ACCOUNTING: OUR BOOKKEEPING SERVICES PROVIDES REGULAR MONTHLY SERVICES TO CLIENTS TO ASSIST BUILDINGS WITH THEIR FINANCIAL TRACKING. WE HAVE NEW CLIENTS FOR CO-OP ACCOUNTING, INCLUDING NEW CONNECTED BOOK$ SUBSCRIBERS AND HDFCS REQUESTING ASSISTANCE IN MEETING COMPLIANCE FOR PAYROLL DEADLINES, ADDRESSING TROUBLESHOOTING AND SITUATIONS OF PAST DUE TAXES. OUR TEAM CONTINUES TO PROVIDE TRAINING AND FINANCIAL ASSISTANCE ON FINANCIAL FILING REQUIREMENTS, AUDITED STATEMENTS, BASIC AND ADVANCED ACCOUNTING TOPICS. CLIMATE AND RESILIENCY PROGRAMSWEATHERIZATION ASSISTANCE PROGRAM (WAP) FOR HDFCS: UHAB AND PARTNERS ASSOCIATION FOR ENERGY AFFORDABILITY (AEA) LAUNCHED A CAMPAIGN TO ENROLL HDFC BUILDINGS IN THE FEDERAL PROGRAM ADMINISTERED BY NYS HOMES AND COMMUNITY RENEWAL (HCR) IN APRIL 2024. THIS IS A TEMPORARY SUBGRANTEE CONTRACT AWARD TO WEATHERIZE HUNDREDS OF LOW-INCOME HOUSEHOLD UNITS. MEMBER HIRED PROJECT ASSOCIATES TO ENROLL HDFCS AND THEIR SUPPORT THEIR RESIDENTS AS THEY COMPLETE WEATHERIZATION PROJECTS. CO-OPS GO SOLAR: UHAB LAUNCHED THE THIRD ROUND OF OUR CO-OPS GO SOLAR CAMPAIGN IN JANUARY 2025. THIS PROGRAM IS SUPPORTED BY AN AWARD FROM THE NEW YORK STATE ENERGY RESEARCH DEVELOPMENT AUTHORITY (NYSERDA) TO ASSIST BUILDING OWNERS IN THE HDFC COMMUNITY TO ACCESS RENEWABLE TECHNOLOGIES TO INSTALL ROOFTOP SOLAR AND ACCESS COMMUNITY SOLAR PROGRAMS. MULTIFAMILY ENERGY EFFICIENCY PROGRAM: UHAB PERFORMS OUTREACH AND LEAD GENERATION FOR THE MULTIFAMILY ENERGY EFFICIENCY PROGRAM AND AFFORDABLE MULTIFAMILY ENERGY EFFICIENCY PROGRAM, WHICH PROVIDES INCENTIVE REBATES TO BUILDING OWNERS FOR ENERGY CONSERVATION MEASURES SUCH AS AIR SEALING, LIGHTING, AND GAS HEATING SYSTEMS. UHAB COMPLETED A NUMBER OF PROJECTS BRINGING IN-UNIT MEASURES TO HDFC SHAREHOLDERS. UHAB PARTNERS WITH UTILITY COMPANY AND ENERGY AGENCY PARTNERS TO PILOT ENERGY EFFICIENCY IMPROVEMENTS FOR THE HDFC COMMUNITY.CLEAN HEAT FOR CO-OPS: UHAB'S MULTI-YEAR CAMPAIGN IS SUPPORTED THROUGH AN AWARD WITH NYSERDA TO ASSIST BUILDING OWNERS IN THE HDFC COMMUNITY TO UPGRADE SYSTEMS FOR SPACE HEATING, HOT WATER, AND STOVE APPLIANCES. YOUTH GREEN EQUITY AND CLEAN ENERGY INTERNSHIP PROGRAMS: SEVEN INTERNS WERE PLACED AND SUPPORTED THROUGH THE NYSERDA CLEAN ENERGY INTERNSHIP PROGRAM AS PART OF A STATEWIDE WORKFORCE DEVELOPMENT INITIATIVE. ALL INTERNS RECEIVED UHAB'S YOUTH GREEN EQUITY TRAINING. AS AN APPROVED HOST ORGANIZATION FOR THE NYSERDA CLEAN ENERGY INTERNSHIP PROGRAM, UHAB IS ABLE TO HIRE YOUTH WHO ARE UNDERGRADUATE AND GRADUATE STUDENTS AND RECEIVES SALARY REIMBURSEMENTS TO OFFSET A PERCENTAGE OF THE INTERN SALARIES. GREEN TRAININGS AND EDUCATION: MEMBER SERVICES CONTINUES TO OFFER A RANGE OF TRAININGS FOR THE HDFC COMMUNITY. OUR STAFF HAVE DEVELOPED AND EXPANDED TRAININGS ON ENERGY EFFICIENCY AND HOW TO COMPLETE EFFICIENCY PROJECTS. LOCAL LAW 97 SUPPORT AND PROGRAM REFERRALS: UHAB JOINED A PARTNERSHIP FOR A MULTIFAMILY HDFC BUILDING PILOT THAT WILL SUPPORT DECARBONIZATION PLANNING FOR HDFCS WHO MUST COMPLY WITH LOCAL LAW 97. OUR CLIMATE & RESILIENCY TEAM CONTINUES TO MONITOR THE LATEST GUIDANCE AND DEVELOPMENTS ON LOCAL LAW 97, AND ASSIST HDFC LEADERS TO ACCESS INFORMATION, PROGRAM REFERRALS, AND GUIDANCE TO OVERCOME CHALLENGES IN THEIR EFFORTS TO MEET THE CODE COMPLIANCE AND REPORTING IN ADVANCE OF THE 2025 DEADLINES.
    Expenses $588,871

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
13-2902798
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1978
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$31,650,009
Income (IRS master file)
$6,578,954

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$6,500,620$6,425,921$31,650,009IRS
990June 2024$4,911,866$5,125,024$29,574,389IRS
990June 2023$4,461,181$4,458,692$28,354,033XML
990June 2022$4,095,037$3,977,405$22,993,534IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-2902798).

Questions about URBAN HOMESTEADING ASSISTANCE U-HAB

What is the EIN of URBAN HOMESTEADING ASSISTANCE U-HAB?
The employer identification number (EIN) of URBAN HOMESTEADING ASSISTANCE U-HAB is 13-2902798.
Is URBAN HOMESTEADING ASSISTANCE U-HAB tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to URBAN HOMESTEADING ASSISTANCE U-HAB tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does URBAN HOMESTEADING ASSISTANCE U-HAB file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of URBAN HOMESTEADING ASSISTANCE U-HAB due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did URBAN HOMESTEADING ASSISTANCE U-HAB last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of URBAN HOMESTEADING ASSISTANCE U-HAB?
The 990 for the year ended June 30, 2025 names MARGY BROWN.
Who are the officers and directors of URBAN HOMESTEADING ASSISTANCE U-HAB?
The 990 for the year ended June 30, 2025 lists 21 people; 6 received compensation from the organization, the highest $199,761 (MARGARET BROWN, EXECUTIVE DIRECTOR).
How much revenue does URBAN HOMESTEADING ASSISTANCE U-HAB have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,500,620, expenses of $6,425,921 and total assets of $31,650,009 at year end.

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